Adams Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,823
Closed -$395K 102
2023
Q3
$395K Buy
3,823
+673
+21% +$69.6K 0.13% 75
2023
Q2
$336K Sell
3,150
-150
-5% -$16K 0.1% 83
2023
Q1
$321K Buy
3,300
+993
+43% +$96.6K 0.1% 88
2022
Q4
$208K Buy
+2,307
New +$208K 0.07% 88